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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
1151
Wilmington Savings Fund Society
Delaware
$1.14M -$39.4K -162 -3%
DAM
1152
Doheny Asset Management
California
$1.13M -$9.73K -40 -0.8%
GDP
1153
Great Diamond Partners
Maine
$1.13M -$20.2K -83 -2%
CCM
1154
Compton Capital Management
Rhode Island
$1.13M +$24.3K +100 +2%
CF
1155
Centaurus Financial
California
$1.13M +$124K +508 +11%
BCM
1156
Bienville Capital Management
New York
$1.13M – – –
PA
1157
Procyon Advisors
Connecticut
$1.12M +$41.3K +170 +3%
GFP
1158
Gryphon Financial Partners
Ohio
$1.12M -$6.32K -26 -0.5%
NFG
1159
Norris Financial Group
South Carolina
$1.12M +$728K +2,994 +147%
HC
1160
Hourglass Capital
Texas
$1.11M +$1.22M +5,000 New
WEC
1161
Winslow Evans & Crocker
Massachusetts
$1.11M +$495K +2,036 +40%
OPW
1162
Oxler Private Wealth
New York
$1.11M +$1.22M +5,000 New
RAM
1163
Redmond Asset Management
Virginia
$1.11M -$163K -672 -12%
LB
1164
Legacy Bridge
Iowa
$1.11M +$152K +627 +14%
LSAG
1165
Lake Street Advisors Group
New Hampshire
$1.11M +$486 +2 +0%
FUBT
1166
First United Bank & Trust
Maryland
$1.1M +$18.7K +77 +2%
DP
1167
Denver PWM
Colorado
$1.08M – – –
CAMG
1168
CWA Asset Management Group
Florida
$1.08M +$132K +544 +13%
BDFN
1169
Bond & Devick Financial Network
Minnesota
$1.08M +$1.18M +4,855 New
AFP
1170
Ausdal Financial Partners
Iowa
$1.08M +$752K +3,094 +176%
C
1171
Certuity
Florida
$1.08M +$356K +1,464 +43%
SWMG
1172
Signature Wealth Management Group
Georgia
$1.06M +$1.16M +4,764 New
CCM
1173
Cribstone Capital Management
Maine
$1.06M +$24.8K +102 +2%
WI
1174
Wafra Inc
New York
$1.06M +$1.16M +4,761 New
PA
1175
PSI Advisors
Florida
$1.06M +$1.16M +4,750 New
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